Michael Schoeder
Michael Schoeder is a registered investment advisor at LPL Financial LLC, based in Janesville, WI, with 34 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
2215 Holiday Dr, Janesville, WI, 53545
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2004Other Business Activities
Michael operates under Old National Investments and Old National Wealth Advisors as a DBA for his LPL business. He also serves as a Wealth Advisor at Old National Bank Corporation, dedicating a few hours per week, and is a board member for GIFTS Mens Shelter, spending about a quarter of his time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Uvest Financial Services Group, INC.
Uvest Financial Services Group, INC.
Uvest Financial Services Group, INC.Broker
Edward JonesBroker
Banc One Securities CorporationBroker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.